Please Note:
This article is specifically aimed at Merchants who wish to enable the Customer Fields integration. You must be on the Customer Fields Pro plan or above to use this integration.
This set-up guide covers enabling the Customer Fields integration which will allow you to capture Birthday Club sign-ups from your Customer Fields customer account registration forms.
Where to start
Please take a look at the following options and select the step that best describes your current Customer Fields set-up:
- If you are already using the Customer Fields app to provide your store's customer registration and customer account editing forms and already have a data column that captures the customers date of birth, then please go straight to Enabling the integration in Happy Birthday
- If you are already using the Customer Fields app to provide your store's customer registration and customer account editing forms but do not yet have a data column that captures the customers date of birth, then please follow the Customer Fields guide on How to collect a customer birthday. Once this data column has been added to your theme/store, please return to this article and go straight to Enabling the integration in Happy Birthday
- If you are new to Customer Fields and have not yet swapped out your default customer account registration forms, then please follow their quick start guide to find out how to replace your store's registration form (located at account/register) and the edit customer account form (located at account/register?view=edit). Once this has been set-up in your theme/store, please return to this article and go straight to Enabling the integration in Happy Birthday
Enabling the integration within the Happy Birthday app
Go to the Happy Birthday app in your Shopify store and click through to the Integrations tab within the main menu.
Scroll down the list of available integrations until you find the Customer Fields integration.
Click on the View Details button:
Click on the Enable Customer Fields Integration button:
If you see the following message, then you are not on the Customer Fields Pro plan or above and will be unable to use this integration:
If you see the above message, you will need to upgrade your Customer Fields plan before continuing.
If you are on a plan that allows app integrations, you will be presented with the following screen where you will be asked to authorize the Happy Birthday app:
Click on the Authorize button.
If you have not already created a Birthdate data column within Customer Fields, the next screen will contain the following warning message and you will be unable to continue enabling the integration:
If you see the above message, please follow the Customer Fields guide on How to collect a customer birthday which will guide you through creating a Birthdate data column and then return to enable this integration.
If you already have a Birthdate data column to select, you will see the following screen:
Within the Customer Fields Integration Settings, select your Birthdate data column:
Click on Save Settings.
That's it within the Happy Birthday app! The integration has now been enabled with your selected Birthdate data column.
Testing that the integration works
To test the Customer Fields integration, we need to register a new customer with your store.
Visit the customer registration page on your store (usually located at https://{{your shop}}/account/register).
Making sure that you enter a date of birth, fill out the customer registration form and click on Create account (the wording may differ slightly in your store).
Head back to the Happy Birthday app and you will see that the newly registered customer appears in the Customer view. It will also show that the Customer was added via the Customer Fields app:
The customer has now been added to your Birthday Club.
Changing a Customer's Date of Birth
If either you or a customer need to change a date of birth for any reason, please be aware of the following:
Changing the D.O.B within the Customer Fields edit registration form
If a customer edits their profile using the edit customer form and changes their date of birth, the date of birth WILL BE UPDATED in the Happy Birthday app to reflect the change.
If the Merchant has also chosen to Tag or add a Note to the Shopify Customer Record with the Customers Date of Birth (see Adding Birthdays to Shopify Customer Records), they will not be updated in the Customer Fields app or in the Shopify Customer Record.
Changing the D.O.B within the Customer Fields app
If you edit a customer's profile within the Customer Fields app and change their date of birth, that date of birth WILL BE UPDATED in the Happy Birthday app to reflect the change.
If the Merchant has also chosen to Tag or add a Note to the Shopify Customer Record with the Customers Date of Birth ( see Adding Birthdays to Shopify Customer Records), they will not be updated in the Customer Fields app or in the Shopify Customer Record.
Changing the D.O.B within the Happy Birthday app
If you edit a customer's date of birth within the Happy Birthday app, that customer's date of birth WILL BE UPDATED in the Customer Fields app.
If the Merchant has also chosen to Tag or add a Note to the Shopify Customer Record with the Customers Date of Birth, then the Happy Birthday app will update the Birthdate held in Customer Fields. The Customer Tag and Note change will be made by Happy Birthday to the main Shopify Customer record, which will then flow back down and update the Customer Fields Customer record.
Please Note:
If a birthdate has been changed, the Happy Birthday app will reschedule the birthday email for the new date. If that customer has already received a birthday email in that calendar year then they will have to wait until the next calendar year to receive their next Birthday email.
How to check the Happy Birthday authorization within Customer Fields
The authorization with Happy Birthday can be viewed within the Customer Fields app by clicking on your profile at the top right of the screen and then clicking on Account and billing:
Scroll down to the Authorized apps area and you should see the Happy Birthday app has been authorized:
That's it!
The integration between Customer Fields and the Happy Birthday App is now live and Customers that register with your store will also be added to your Birthday Club.
Need any help?
If you need any help setting up the Customer Fields integration then please do just get in touch and we'll be happy to help!